1. Introduction
Human immunodeficiency virus (HIV) is regarded as one of the major threats to the health of human society and is an important research topic in the field of public health. In recent years, an increasing number of scholars have investigated the dynamic behaviors of HIV infection models by incorporating the different factors that impact the infection procedure. The analysis and understanding of the dynamical behaviors of HIV in the host by modeling HIV infection plays an important role in exploring the mechanism of virus infection. The classical virus infection model is composed of three components: uninfected cells, infected T-cells, and the virus [
1]. As the research progresses, improved models have been proposed by many researchers (see [
2,
3,
4,
5,
6,
7,
8,
9,
10,
11,
12,
13,
14,
15,
16,
17] and the references therein).
During the process of HIV infection, it takes some time for the initial virus to enter the target cells and for the subsequent viral latency, as well as for infected CD4+ T cells to release infectious free virus particles. Moreover, because of the presence of latently infected cells, HIV cannot be completely eradicated and can be reactivated, continuing to replicate even after antiviral therapy. Thus, this may be an important reason for explaining the failure to eradicate HIV virus infection. In addition, time is needed during the activation procedure of latent cells; thus, there exists a time delay for latent cells to be activated and converted to infected cells [
15,
18]. Motivated by the above facts, dynamical models with intracellular delays and latency have been investigated (see [
11,
14,
15,
16,
19,
20,
21] and the references therein).
As we know, the main two primary immunity modes are humoral and cellular immunity, which are dominated by B cells and cytotoxic T lymphocytes (CTLs), respectively. In virus infections, cellular immunity is reduced by CTLs attacking the infected cells, whereas the B-cell immune response is prevalent during viral infections by attacking the viruses. Both modes are regarded as an important path of eliminating or controlling viral gain when HIV invades the human body. The investigation of the two modes of immune response using viral infection models has received attention from many researchers (see [
2,
4,
5,
10,
19,
22,
23,
24] and the references therein). However, it is not clear which immune response mode is the most effective one. The existing literature on malaria infection shows that the humoral immune response is more effective compared to the cellular immune response [
25]. Thus, the humoral immunity response is considered in the current study. Admittedly, an effective immune response requires the combination of humoral and cellular immunity due to the fact that the humoral immune response alone may not eradicate the infection [
26].
In addition, viral stimulation of antigens also requires some time to generate an effective humoral immune response. Studies have been conducted that analyzed the effect of humoral immune delay on the equilibrium stability of viral infection models (see [
6,
16,
27,
28] and the references therein). The results have shown that the dynamics of the models incorporating immune delays become more complex, and the existence of time delays can destabilize the steady state and result in Hopf bifurcation, or even chaos solutions, in the corresponding models. However, what the dynamics will be when taking both the intracellular delay and immune response delay into account in a single model remains unknown. The answer will be addressed in this study.
Note that most classical models of disease transmission assume a bilinear incidence (see [
2,
3,
4,
5,
6] and the references therein). Recent theoretical studies have shown that a nonlinear incidence is more realistic, and a general incidence rate may help us gain a unification theory by omitting unessential details. Common nonlinear incidences include saturated incidence [
7,
8,
9,
10,
11], Beddington–DeAngelis incidence (B-D) [
12,
13,
14,
15,
16], and Ivlev functional response functions [
29,
30,
31,
32,
33], among others. For example, Wang et al. [
14] considered the following delayed virus infection model with a B-D incidence rate
where
,
,
, and
denote the concentrations of the uninfected cells, latently infected T-cells, actively infected T-cells, and the virus at time
t, respectively. The sufficient condition for the global dynamics of Model (
1) was presented utilizing the Lyapunov method. However, whether the delay can lead to bifurcation was not discussed in the paper. For the details of Model (
1), one can refer to [
14].
Recently, the literature has implied that the HIV infection mode within the host has another important mechanism, i.e., cell-to-cell infection, in addition to virus-to-cell infection. It has been found that cell-to-cell infection is a more potent and efficient way of virus propagation than the virus-to-cell infection mode [
34,
35,
36,
37,
38]. Motivated by this fact, models incorporating cell-to-cell infection have been proposed and studied by many researchers (see [
5,
20,
39,
40,
41,
42,
43,
44,
45,
46,
47] and the references therein). Note that only virus-to-cell infection was considered and the B-cell immune response in the host was ignored in Model (
1). However, the B-cell immune response plays a key role in the immune response by detecting and eliminating HIV virus particles during infection. Thus, motivated by [
6,
14,
16], we consider a delayed virus infection model incorporating general nonlinear incidence and humoral immunity in line with Model (
1). In addition, two infection mechanisms are taken into consideration in the model. Therefore, the model takes the form:
where
denotes the concentrations of the B cells at time
t. Infected cells in the host stimulate B-cell production at a rate of
, and free virus particles are cleared by antibodies at a rate of
.
is the mortality rate of the B cells,
is the rate of virus-to-cell infection,
is the rate of cell-to-cell infection,
is the time delay for latent infected cells to become active infected cells, and
is the time delay of the activation of the B-cell immune system. The other parameters have the same meanings as in Model (
1) (see [
14]). Here, the incidences are assumed to be the nonlinear forms
and
, respectively, and
and
satisfy the following properties
In line with (3), one can obtain
Assume that Model (
2) satisfies the following initial condition
where
.
The rest of the paper is organized as follows. In
Section 2, we present some basic results, including the existence of equilibria and the positivity and boundedness of the solutions for Model (
5). In
Section 3, both the global stability of all equilibria of Model (
5) and the existence of local and global Hopf bifurcations are investigated. Moreover, the properties of the Hopf bifurcation solutions are analyzed by applying the normal form and center manifold theory. Some numerical simulations are carried out in
Section 4. The summary in
Section 5 concludes the paper.
2. Preliminary Results
Before analyzing the dynamical behaviors of the model, we first present some preliminary results. According to the results presented in [
48], the solution of Model (
2) with initial conditions (
5) is non-negative. In the following, we show the boundedness of the solution. From the first equation in Model (
2), a simple calculation yields
We define
The derivation of
yields
where
. Thus,
, which implies that
,
,
,
, and
are bounded. Based on the above analysis, we have the following result.
Theorem 1.
The solutions of Model (2) with initial conditions (5) are non-negative and ultimately bounded for all . Based on the above discussion, it is reasonable to suppose that there exists a positive constant
such that
,
L,
I,
V,
for large
t. Thus, in the following, we analyze the dynamic behaviors of Model (
2) in a bounded feasible region, which is given by
In the following, we show the existence of equilibria for Model (
2), including the infection-free equilibrium
(i.e., no infection exists), immunity-inactivated equilibrium
(i.e., the immune response has not been activated), and immunity-activated equilibrium
(i.e., immune response has been activated and coexists with the virus). For convenience, we denote
. Obviously, Model (
2) always has an infection-free equilibrium
, where
. This is the only biologically meaningful equilibrium if
, which is the basic reproduction number. It follows from the expression of the basic reproduction number
that neglecting either the virus-to-cell infection or the cell-to-cell infection may underevaluate the infection risk. Any other equilibrium
(
) in Model (
2) is determined using the following equations.
When
and
, it follows from (
6) that
In order to have
and
at equilibrium, we must have
. From the first equation in (
7), we have
, and then substituting
into the first equation in (
6) yields
For all
, it follows from (4) that
Further, from (3), we have
This implies that the immunity-inactivated equilibrium exists only if .
When
, a simple calculation from (
6) implies that
where
. In order to have
and
, we must have
. From the first equation in (
8), we have
then, substituting
into the first equation in (
6) leads to
For all
, from (4), we can obtain
Further, from (3), and . Then, there exists a unique such that . This implies that the immunity-activated equilibrium exists only if .
4. Numerical Simulations
In this section, we demonstrate the above theoretical results through numerical simulations by choosing three different forms of the general incidence function in Model (
2). Most of the parameter values come from [
6,
17,
22,
31].
Case (a): Choosing a bilinear incidence function, i.e.,
,
. Let
,
,
, and
. A simple calculation gives that
, which means that the infection-free equilibrium
is globally asymptotically stable, implying that the infection dies out. By choosing different initial values, we can observe that all the solution trajectories converge to the infection-free equilibrium
, as shown in
Figure 1. Thus, if effective control measures can be taken to decrease the basic reproduction number
to less than 1, the infection will be controlled.
When
,
, and the other parameters are the same as those in
Figure 1, we have
. All the solution trajectories starting from different initial values converge to
, which implies that the immunity-inactivated equilibrium
is globally asymptotically stable, as shown in
Figure 2. Moreover, when
,
, and the other parameters are the same as those in
Figure 1,
, which implies that the immunity-activated equilibrium
is globally asymptotically stable, as shown in
Figure 3.
When
and
, using the same parameter values as those in
Figure 3 and choosing
as the bifurcation parameter, the numerical results indicate that only one positive root of
exists, i.e.,
. Then,
, and the critical value
.
Figure 4 shows that the immunity-activated equilibrium
is locally asymptotically stable when
, and a periodic solution bifurcates from an unstable
when
, as shown in
Figure 5, which corresponds to the bifurcation diagram in
Figure 6 (left). Furthermore, it follows from Theorem 6 that
,
,
, and
. Thus, the Hopf bifurcation is supercritical and the bifurcated periodic solutions are stable.
As shown in
Figure 6 (left), when
and by choosing
as the bifurcation parameter, the bifurcation diagram with respect to
shows that the immunity-activated equilibrium is stable for a smaller immune delay (
) and unstable for a larger immune delay, leading to irregular oscillations. However, the theoretical results obtained using Theorems 2–4 show that the intracellular delays
, and
cannot change the global stability of the equilibria. Nevertheless, how the intracellular delays impact the dynamical behaviors of Model (
2) also needs to be considered by regarding
as the bifurcation parameter and varying
.By comparing
Figure 6 (left) and
Figure 7 (left column), it can be seen that the presence of
has little impact on the dynamics of Model (
2) when
increases. However, in Model (
2), the phenomenon of stability switches occurs when
appears, except for the Hopf bifurcation and irregular oscillations, as shown in
Figure 7 (right column). This indicates that the stability and instability of immunity-activated equilibrium alternate a finite number of times and finally become unstable. A similar phenomenon occurs in the presence of
(left column) and
(right column), as shown in
Figure 8. The numerical results show that the immune delay
combined with the intracellular delays
and
can lead to more rich and complex dynamical behaviors of Model (
2) compared to
and
. In order to more clearly compare the effect of intracellular delays
combined with the immune delay
, we carried out a stability analysis by varying the values of the intracellular delays
and the immune delay
. The stability region was obtained numerically and the corresponding results are shown in
Figure 9. We can see that the combination of
and
with
leads to much richer dynamics. The stability or stability switches are important characteristics from a biological perspective, as they determine whether the eradication of infection is possible in the case of stability regions with the implementation of effective controlling measures. In contrast, it will be difficult to eradicate the infection in unstable regions. Furthermore, in order to investigate the impact of the coexistence of all intracellular delays
and the immune delay
on the dynamics of Model (
2), we fixed
, and
. The bifurcation diagram shows that stability switches still exist, except for the Hopf bifurcation and complex oscillations in Model (
2), as shown in
Figure 6 (right).
Case (b): Choosing a saturated incidence, i.e.,
and
. Clearly, conditions (3) and (4) are true. When
,
(
) using the same parameter values as those in
Figure 3 and choosing
as the bifurcation parameter. The numerical results indicate that only one positive root of
exists, i.e.,
, which implies that
and the critical value
.
Figure 10 shows that the immunity-activated equilibrium
is locally asymptotically stable when
, and a periodic solution bifurcates from an unstable
when
, as shown in
Figure 11. The corresponding bifurcation diagram with respect to
in the absence of intracellular delays
shows that a Hopf bifurcation and periodic oscillations occur in Model (
2), as shown in
Figure 12 (left). Moreover, the bifurcation diagram with respect to
with intracellular delays
(
) shows that a Hopf bifurcation and periodic solutions also exist, and we can see that the stable interval is longer for
and
, as shown in
Figure 12 (right). This implies that different combinations of intracellular delays may be a type of infection control.
Case (c): Choosing
and
. It is easy to see that the conditions (3) and (4) hold. When
,
using the same parameter values as those in
Figure 3 and choosing
as the bifurcation parameter. The numerical results indicate that only one positive root of
exists, i.e.,
. Then,
, and the critical value
.
Figure 13 shows that the immunity-activated equilibrium
is locally asymptotically stable when
and a Hopf bifurcation and periodic solution bifurcate from an unstable
when
, which corresponds to
Figure 14. The bifurcation diagram with respect to
without the intracellular delays
shows that there exist periodic oscillations in Model (
2), as shown in
Figure 15 (left). Moreover, when
and
are fixed, as shown in
Figure 15 (right), complicated dynamics still occur in Model (
2) and the stable interval becomes shorter, which means that the existence of intracellular delays may be detrimental to infection control.
5. Conclusions
This paper investigated the dynamical behaviors of a class of viral infection models with cell-to-cell infection, general nonlinear incidence, and multiple delays. The aim of this work was to study the effect of intracellular delays and the immune delay on the dynamics of the model. The threshold dynamics of the equilibria were obtained by constructing Lyapunov functionals. It was found that the infection-free equilibrium
is globally asymptotically stable when
, which means that the infection dies out. In addition, the immunity-inactivated equilibrium
is globally asymptotically stable when
, which implies that the virus load is insufficient to activate humoral immunity. Moreover, the immunity-activated equilibrium
is globally asymptotically stable when
in the absence of an immune delay, which means that the virus can coexist with immune cells and reach a balance within the host. By choosing the immune delay as the bifurcation parameter, we found that Model (
2) generated a Hopf bifurcation, and periodic oscillations and stability switches occurred, which indicates that the immune delay can destabilize the immunity-activated equilibrium. The properties of the Hopf bifurcation were investigated by applying the normal theory and center manifold theorem. Moreover, the global existence of the Hopf bifurcation was studied. Finally, numerical simulations were carried out to show how the delays impact the dynamics of Model (
2).
The obtained results imply that both the intracellular delays and immune delay are responsible for the rich dynamics of the model. However, it follows from the bifurcation diagrams in
Figure 6,
Figure 7 and
Figure 8,
Figure 12 and
Figure 15 that the immune delay is the main factor for the existence of the Hopf bifurcation and dominates over the intracellular delays in this viral infection model. This implies that the immune system itself has very complicated procedures during virus infection. Moreover, from a biological perspective, stability and stability switches are important, as they determine whether the eradication of infection may be possible in the case of stable regions, whereas it will be difficult in unstable regions. Thus, the stable regions can provide some insights into infection control. In addition, from a mathematical perspective, we can also provide some theoretical suggestions. For example, it was observed in the bifurcation diagrams that the immune delay may be the main reason for the bifurcation, and the model easily reached a stable state for a small immune delay. This indicates that developing effective drugs to decrease the time for activating the immune response system can contribute to infection control. Furthermore, the expression of the basic reproduction number shows that the infection risk will be underevaluated when ignoring either the cell-to-cell infection or virus-to-cell infection. Thus, developing effective drugs for preventing cell-to-cell infection should be considered, except for virus-to-cell infection.
The theoretical analysis of this virus infection model, which incorporates cellular infection, latency, immune response, general nonlinear incidence, and multiple delays, is rare. The investigation of the global stabilities of the corresponding equilibria by applying the Lyapunov method is a generalization of some existing models. Note that only the humoral immune response has been taken into account in this model. However, both the CTL immune response and humoral immune response are the two main immune mechanisms. Also, it takes some time to build up the CTL immune response, so time delays exist during the activation of the CTL immune response. Thus, exploring the dynamics of a model that incorporates both kinds of immune responses and their corresponding immune delays is an interesting project. We leave this for future work.